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Vanguard Total World Stock ETF

870 hedge funds and large institutions have $9.15B invested in Vanguard Total World Stock ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 341 increasing their positions, 251 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more call options, than puts

Call options by funds: $38M | Put options by funds: $8.14M

230% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 43

36% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 251

14% more funds holding in top 10

Funds holding in top 10: 5866 (+8)

11% more capital invested

Capital invested by funds: $8.26B → $9.15B (+$897M)

11% more funds holding

Funds holding: 785870 (+85)

0.43% less ownership

Funds ownership: 29.18%28.75% (-0.43%)

Holders
870
Holders Change
+85
Holders Change %
+10.83%
% of All Funds
12.68%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.96%
New
142
Increased
341
Reduced
251
Closed
43
Calls
$38M
Puts
$8.14M
Net Calls
+$29.9M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$59M -$1.78M -18,539 -3%
ACM
27
Agincourt Capital Management
Virginia
$54.1M -$568K -5,900 -1%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$52.7M -$365K -3,793 -0.7%
HighTower Advisors
29
HighTower Advisors
Illinois
$51.3M +$2.59M +26,866 +6%
ZF
30
Zhang Financial
Michigan
$49.7M +$3.57M +37,119 +8%
Jane Street
31
Jane Street
New York
$48.9M -$240M -2,491,587 -84%
BFG
32
Bleakley Financial Group
New Jersey
$48.6M -$251K -2,607 -0.5%
SS
33
Simplicity Solutions
Minnesota
$48.6M -$244K -2,531 -0.5%
PP
34
Prudential plc
United Kingdom
$48M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$46.1M +$9.16M +95,191 +27%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$45.2M +$5.34M +55,470 +14%
PWPCM
37
Perella Weinberg Partners Capital Management
New York
$44.8M +$1.02M +10,576 +2%
IC
38
Inscription Capital
Texas
$43.2M -$96.4K -1,002 -0.2%
YC
39
Yarbrough Capital
Tennessee
$40.2M
CAM
40
Cresset Asset Management
Illinois
$38.7M +$5.94M +61,768 +20%
Mariner
41
Mariner
Kansas
$37.9M +$3.1M +32,204 +10%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$36M -$1.99M -20,697 -6%
B
43
Barings
North Carolina
$35M -$12.5M -130,062 -28%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$34.9M -$1.78M -18,541 -5%
SCM
45
SCS Capital Management
Massachusetts
$34.5M +$3.66M +38,053 +13%
FWIA
46
Fort Washington Investment Advisors
Ohio
$32.5M
BW
47
BIP Wealth
Georgia
$30M +$777K +8,077 +3%
SQA
48
Simon Quick Advisors
New Jersey
$29.2M +$382K +3,974 +1%
WI
49
WJ Interests
Texas
$29M -$57.2K -594 -0.2%
JP Morgan Chase
50
JP Morgan Chase
New York
$28.9M +$22.6M +234,554 +506%

VT Hedge Fund Activity: Q4 2023 in Review

870 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2023, worth a combined $9.15B — up 11% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VT positions and 43 closed out — a net gain of 99 holders — while 341 added to existing stakes and 251 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $411M. The largest seller was Bank of America, cutting an estimated $910M.

  • 870 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2023, up from 785 in Q3 2023.
  • Funds reported $9.15B of Vanguard Total World Stock ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 142 funds opened new Vanguard Total World Stock ETF positions in Q4 2023 and 43 closed out, a net change of +99 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2023 was Morgan Stanley, an estimated $411M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2023 was Bank of America, an estimated $910M sold.

Based on aggregated 13F filings for Q4 2023.